Student Faculty Information System

Below are listings of links found throughout the SFIS Blog assembled on one page for your convenience.  The first two sections have links to pages that have numerous publications and presentations produced by Oracle or developed from information on Oracle’s website.  The third section is a chart containing links to all the documents in the Blog.

Reminder when reading this material:  We are currently using PeopleSoft Campus Solutions 9.0, PeopleTools/Query 8.52, and Oracle BI Publisher Template Builder for Word 10.1.3.4.1.

 

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1.  Oracle Documentation Links: 

There is a separate Blog page listing just the Oracle/PeopleSoft Publications and Presentations.  That page contains documentation regarding:

• General PeopleSoft Information
• BI Publisher
• Communication Generation
• Population Selection and Mass Assign
• PeopleSoft Query

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2. PeopleSoft Upgrades and Bundles: 

Click here to link to information about PeopleSoft Campus Solutions Bundles and PeopleTools upgrades.

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3. Student System Functional Information:

 The chart below contains links to a variety of presentations, demonstrations, and documentation that you will find in the SFIS Blog.

1. 1. You can search for a topic by clicking CTRL-F and typing a search word.
      
   2. Click on the Link to go directly to the documentation. 
      • If the link source is an online presentation on HEUG.ORG, you will be directed to the HEUG website where you will need to provide your login information to see the documentation. 
        • If you haven’t yet set up a login, follow the instructions by clicking on Request Login in the upper right of the HEUG home page. 
          • Use your Wesleyan email address as your Email.
          • If the Request Login link is not available on the HEUG home page, click on Membership > Join the HEUG and the Request Login link will appear.
          • Click here to learn more about some of the benefits of HEUG .
   3. To see other information on the Topic, you can click on the Blog Page link in the last column.
   4. The external sources listed below may also be accessed on these pages:
      • To view the Procedures ~ General page which contains non-query related External Sources by Subject, click here.
      • To view the Query ~External References page which collects outside resources into one page, click here.

 List of Links in the SFIS Blog

Topic (and PeopleTools Version Number)	Link	Source	Blog Page
Various Alliance Presentations – 2016	Collection of Alliance 2016 Presentations	Alliance 2016	PROCEDURES ~ General
BI Publisher – Oracle PeopleTools	PeopleTools 8.52:  BI Publisher for PeopleSoft (June 2013)	Oracle PeopleBook	BI Publisher/ XMLP
BI Publisher – XMLP Integration with PeopleTools	PeopleSoft XMLP Powerpoint	Oracle Presentation	BI Publisher/ XMLP
BI Publisher – XMLP Tutorial	Creating PeopleSoft Reports Using XML Publisher	Oracle Online File	BI Publisher/ XMLP
BI Publisher – Registrar (8.53.12)	BI Publisher in the Registrar’s Office	UNT Health Center – Webinar – February 2016	PROCEDURES ~ General
BI Publisher – Student Records (8.51)	BI Publisher for Student Records	University of Nevada – 2013 Alliance	PROCEDURES ~ General
BI Publisher – Primer (8.50)	XML Publisher 101: Learn to Code Like the Masters	Fort Bend ISD – 2014 Alliance	PROCEDURES ~ General
BI Publisher – PS Integration	XML Publisher and PeopleSoft Integration Webinar: The Nuts and Bolts	Arizona State – 2011 Alliance	PROCEDURES ~ General
BI Publisher – Student Financials (8.50.05)	Creating Student Financials Documents with Oracle BI Publisher	University of Michigan – 2011 Alliance	PROCEDURES ~ General
BI Publisher (8.50)	XML Publisher Tips for PeopleTools – 8.50	Northrop Grumman Corporation	PROCEDURES ~ General
BI Publisher, Comm Gen, Connected Query – Student Financials (8.53.14)	CommGen and BI Publisher Account Summaries	University of Colorado – 2015 Alliance	PROCEDURES ~ General
BI Publisher, Comm Gen, Connected Query – Student Financials (8.53.07)	Life is a Highway: The Pursuit of the Ultimate Billing Communication	University of Delaware – 2015 Alliance	PROCEDURES ~ General
BI Publisher Templates	Got XML? Now What?	City of Charlotte – 2014 Alliance	PROCEDURES ~ General
BI Publisher Templates	Practical Setup and Implementation of XML Publisher Templates	Deloitte – 2012 Alliance Presentation	PROCEDURES ~ General
BI Publisher Templates – Best Practices in XML Publisher Reporting	Best Practices in XML Publisher Reporting	Grey Heller – 2013 SCHRUG	PROCEDURES ~ General
Connected Query / BI Publisher	Connected Query and BI Publisher	SFIS	Connected Query and BI Publisher
Connected Query / BI Publisher	Grants Reporting – from Queries to Connected Queries and BI Publisher Reports	University of South Florida – 2015 Alliance	PROCEDURES ~ General
Connected Query / BI Publisher (8.50.13)	XML Publisher with Connected Query – A Primer	University of Central Florida – 2012 Alliance	PROCEDURES ~ General
Connected Query / BI Publisher (8.5.3)	It Pays to be Connected – the Power of Connected Query	UT Arlington – 2015 SCHRUG	PROCEDURES ~ General
Crystal Reports / BI Publisher	Business Practice Change – PeopleSoft Third-Party Products – Business Objects Enterprise and Crystal Reports	Oracle – Presentation	ORACLE/PEOPLESOFT Publications and Presentations
Crystal Reports / BI Publisher	Business Practice Change – Crystal Reports – Frequently Asked Questions	Oracle – Presentation Attachment	ORACLE/PEOPLESOFT Publications and Presentations
Crystal Reports / BI Publisher	Convert Oracle Reports, Crystal and Actuate to Oracle BI Publisher	Oracle – Presentation	ORACLE/PEOPLESOFT Publications and Presentations
Crystal Reports / BI Publisher	Converting reports from Business Objects Crystal Reports to Oracle BI Publisher	Oracle White Paper – February, 2008	ORACLE/PEOPLESOFT Publications and Presentations
Crystal Reports / BI Publisher (8.52.19)	Converting a Crystal Report to BI Publisher	University of Arizona – 2014 Alliance	PROCEDURES ~ General
Crystal Reports / BI Publisher	Everybody Get Together, Try to Report Together Right Now	Virginia Community College – 2014 SEARUG	PROCEDURES ~ General
BI Publisher – Instruction Course	BI Publisher Course	Clackamas County – User Instructions	PROCEDURES ~ General
BI Publisher – Outline of Steps	BI Publisher Outline of Steps for Report Developer Role	SFIS	BI Publisher/ XMLP
BI Publisher – Detailed Documentation	Using BI Publisher with PeopleSoft Query for Report Developers	SFIS	BI Publisher/ XMLP
Comm Gen – Part I – Managing Communications	Managing Communications – Comm Gen Part I	SFIS	COMM GEN (Communication Generation)
Comm Gen – Part II – Defining and Assigning Communications	Defining and Assigning Communications – Comm Gen Part II	SFIS	COMM GEN (Communication Generation)
Comm Gen – Instruction Screen Shots	Comm Gen Instruction Screen Shots	SFIS	COMM GEN (Communication Generation)
Comm Gen – Communication GRID – Step by Step (Tool)	Communication GRID – Step by Step	SFIS	COMM GEN (Communication Generation)
Comm Gen – Outline (Tool)	Communication Generation GUIDE	SFIS	COMM GEN (Communication Generation)
Comm Gen – MAP (Tool)	Communications MAP	SFIS	COMM GEN (Communication Generation)
Comm Gen – Process CHECKLIST (Tool)	Comm Gen Process CHECKLIST – Comm Gen Process	SFIS	COMM GEN (Communication Generation)
Comm Gen – PS Admin Function Listing	Administrative Functions, Core Records and Variable Data	Oracle White Paper – March 2010 – Appendix A	COMM GEN (Communication Generation)
BIP / Comm Gen Template	Conditional Address – Address 2 and USA – one-page	SFIS	COMM GEN (Communication Generation)
BIP / Comm Gen Template	Date format – one-page	SFIS	COMM GEN (Communication Generation)
BIP / Comm Gen Template	Date format and conditional address (longer version)	Consultant	COMM GEN (Communication Generation)
BIP / Comm Gen – Bundles	PeopleSoft Bundle Notations Related to Campus Community – Communication Generation and 3Cs	SFIS compilation of Comm Gen Bundle information	COMM GEN (Communication Generation)
BIP / Comm Gen Template	Links to PeopleSoft Recordings on Formatting BI Publisher Template	List of Oracle Links	BIP – Formatting
BIP / Comm Gen Template	BIP Templates	SFIS	BIP Templates
BIP / Comm Gen Template	Repeating Data by Field	SFIS using Oracle demos	BIP – Formatting
BIP / Comm Gen Template	Using Tables for Repeating Data	SFIS using Oracle demos	BIP – Formatting
BIP / Comm Gen Template	Invoice Listing by Supplier 1	SFIS using Oracle demos	BIP – Formatting
BIP / Comm Gen Template	FAQs about Using Real Data When Designing and Previewing Your Template	SFIS	BIP Templates
BIP / Comm Gen Template	INSERT TABLE/FORM – Setting Up and Formatting	SFIS	BIP – Formatting
BIP Templates – Pivot Tables	Pivot Table Illustration	SFIS	BIP – Pivot Table and Chart
BIP / Comm Gen Template	Oracle Business Intelligence Publisher Report Designer’s Guide	Oracle (online)	BIP Templates
BIP / Comm Gen Template	XML Templates by Example	Oracle (Tim Dexter)	BIP Templates
BIP / Comm Gen Template	XML Publisher – Beyond the Basics	io Consulting, Inc. (Tim Burns)	BIP Templates
BIP / Comm Gen Template – Annotated Tutorial	BI Publisher Template Builder for Word Tutorial – Annotated	Oracle	BIP Templates
BIP / Comm Gen Template	Sub Templates in Oracle BI Publisher	Oracle White Paper – August 2009	BIP Templates
Collections Module and Communication – Student Financials (8.53.03)	Collections Module made easy	North Dakota University System – December 2013 Webinar	PROCEDURES ~ General
Comm Gen – Workshop (8.51)	From Mass Emails to Personalized Award Letters: Using 3C Engine and CommGen to Correspond with Students	University of Louisville – 2012 Alliance	PROCEDURES ~ General
Comm Gen (8.51.10)	Taking the Next Step: Techniques to Get the Most Out of Communication Generation	University of Louisville – 2013 Alliance	PROCEDURES ~ General
Comm Gen (8.5)	Roadmap to Mod_Free CommGen / XML Publisher Implementation	UNT Health Science Center – 2011 Alliance	PROCEDURES ~ General
Comm Gen (8.53)	Older and Wiser: A Review of our 3C Communication Implementation	University of Wisconsin-Platteville – 2015 Alliance	PROCEDURES ~ General
Comm Gen	Campus Solutions Communication Generation Overview	Higher Technology Solutions – 2013 Webinar	PROCEDURES ~ General
Comm Gen	Making Communication Simpler With Your Students By Using CommGen	University of North Text – Alliance	PROCEDURES ~ General
Comm Gen	Zero to Sixty in Sixty – How Comm Gen reduced our paper and labor costs in sixty seconds	Florida A & M – Alliance	PROCEDURES ~ General
Comm Gen	Automated communication Using XML Publisher	Claremont Graduate University – Alliance	PROCEDURES ~ General
Comm Gen	Automated Letter Production using 3C Engine, Pop Selection, Comm Generation, and XML Publisher	University of Wisconsin – Alliance	PROCEDURES ~ General
Comm Gen	Communication Generation – Advanced Features	Anderson University – Alliance	PROCEDURES ~ General
Comm Gen	Ain’t Nothin’ But A CommGen	Marquette University – Alliance	PROCEDURES ~ General
Comm Gen	The Long and Short of Communication Generation	UT Arlington – Alliance	PROCEDURES ~ General
Comm Gen	Playing Again with Comm Gen	Stony Brook -Alliance	PROCEDURES ~ General
Comm Gen	Comm Gen:  Power to the People	UNLV – Alliance	PROCEDURES ~ General
Comm Gen – Student Records Activity (8.53)	3C’s Funcationality – Student Records Activity	Sonoma State University – 2014 Alliance	PROCEDURES ~ General
Comm Gen	Campus Solutions 9.0 Communication Generation White Paper	Oracle White Paper – March 2010	PROCEDURES ~ General
Comm Gen – Training Program	Communication Generation – PeopleSoft Campus Solutions training program	Training Program	PROCEDURES ~ General
Comm Gen – Troubleshooting	Communication Generation Troubleshooting – Alliance 33105	Oracle – 2013 Alliance Presentation	PROCEDURES ~ General
Committee	Maintain Committee – General Instructions (9.0)	SFIS	Committees
Committee	Maintain Committee Details – Graduate Admission (9.0)	SFIS	Committees
Pop Select	Using Population Selection	Higher Technology Solutions Webinar	PROCEDURES ~ General
Pop Select	Population Selection Questions and Answers	Higher Technology Solutions Webinar – Questions and Answers	PROCEDURES ~ General
Pop Select (8.51.11)	Population Selection 101:  Demystifying the Population Selection Process	University of Baltimore – 2012 Alliance	PROCEDURES ~ General
Pop Select	New in 9.0:  “Population Selection” – A Deep Dive	Oracle – 2008 Alliance	PROCEDURES ~ General
Pop Select	9.0 Upgrade Campus Readiness Session – Campus Community Module	California State University – August 2010	PROCEDURES ~ General
Pop Select – Student Financials	Using Pop Select in Student Financials	University of Wisconsin – 2012 Webinar	PROCEDURES ~ General
Pop Select – 3C Trigger	All Around PeopleSoft: Pop Goes the Selection!	West Chester University – 2010 Alliance	PROCEDURES ~ General
Pop Update – Student Financials	Unleashing the Power of Pop Update for Student Financials	Oracle Alliance – 2009 Alliance	PROCEDURES ~ General
Activity Guides, Related Content and Workcenters	HEUG Presentations on Workcenters, Activity Guides, Related Content	Various Conferences and Webinars	PROCEDURES ~ General
Activity Guides – Student Financials (8.53.06)	Student Financial Responsibility Statement – Activity Guides	Kentucky Community & Technical College System – February 2015 Webinar	PROCEDURES ~ General
Related Content (8.53)	Stop Gambling with Your User Documentation	State of Montana – 2014 Alliance	PROCEDURES ~ General
Related Content (8.53.04)	Related Content: Straightforward Steps to Simplifying Your Workload!	The University of Texas at Dallas – 2014 Alliance	PROCEDURES ~ General
Related Content	Related Content Configuration Example	Oracle – 2014	PROCEDURES ~ General
Related Content – Custom Page Views (8.53)	Related Content	University of Colorado – November 2013	PROCEDURES ~ General
WorkCenter Building (8.53.11)	Building a WorkCenter 101	Central Washington University – 2015 Alliance	PROCEDURES ~ General
WorkCenters as Tabs	Using WorkCenters as Tabs to Create a User-friendly Portal Experience	University of Puget Sound – May 2015 Webinar	PROCEDURES ~ General
WorkCenters and Student Records	WorkCenters and Student Records	Harvard University – May 2015 Webinar	PROCEDURES ~ General
JobSets (8.53.11)	Streamlined Processing with Schedule JobSet Definitions	Central Washington University – 2015 Alliance	PROCEDURES ~ General
JobSets	Tips, Tricks, and Troubleshooting: JobSets in 9.0 to Tame the Batch Schedule	Emory University – 2010 Alliance	PROCEDURES ~ General
Search / Match	Performing Search/Match Under Campus Community	SFIS	Duplicate Records and Search/Match
Duplicate Records	Duplicate Record Reconciliation Detail	SFIS	Duplicate Records and Search/Match
Duplicate Records	Duplicate Record Reconciliation Summary	SFIS	Duplicate Records and Search/Match
External Organizations – Screenshots	External Educational Organizations	SFIS	External Organizations
External Organizations – Data Codes	External Organization Data codes	SFIS	External Organizations
External Organizations – Adding an External Organization	Adding an External Organization	SFIS	External Organizations
External Organizations – Duplicate Educational Organizations	How to Handle Duplicate Organizations	SFIS	External Organizations
External Organizations – Search for an Organizatons	Search for an Organization	SFIS	External Organizations
Service Indicators (Holds)	Introduction to Service Indicator (Holds)	SFIS	Service Indicators (Holds)
Student Financials	Yes, Vanilla Really is a Flavor	Boise State – 2014 Alliance Presentation	PROCEDURES ~ General
Query – Basic Concepts and Query Viewer	1 – Basic Query Concepts and Query Viewer	SFIS Class	QUERY INSTRUCTION
Query – Query Manager	2 – Query Manager	SFIS Class	QUERY INSTRUCTION
Query – Advanced Concepts	3 – Advanced Concepts	SFIS Class	QUERY INSTRUCTION
Query – Grouping Criteria / Boolean Expressions	Grouping Criteria	SFIS	Counts, Sums and Conditions – Criteria and Having Pages
Query – Aggregate Function	Applying an Aggregate Function	Oracle	Counts, Sums and Conditions – Criteria and Having Pages
Query – Effective Date Range	Effective Date – Date Range (Between Criterion)	SFIS	Effective Dates in Query
Query – Historical	Point-in-Time (Historical) Query	SFIS	Effective Dates in Query
Query – Effective Dates – Multiple Tables	Effective Dates with Multiple Tables	Oracle	Effective Dates in Query
Query – Reasons to Delete Effective Date	Reasons to Delete Effective Date	SFIS	Effective Dates in Query
Query – Today’s Date (SYSDATE)	Today’s Date in Query	SFIS	Dates in Query
Query – Building an Expression with a Wes Function	Building an Expression with a Wes Function	SFIS	Expressions and Wesleyan Functions
Query – Expressions – Functions – List	Query Functions in Expression	SFIS	QUERY – EXPRESSIONS
Query – Function List	Query Function List	SFIS	QUERY – EXPRESSIONS
Query – Expressions – Wes Function	WES_GET_CLASS_YEAR	SFIS	QUERY – EXPRESSIONS
Query – Expressions – Date Functions	Expressions – Date Functions	ITS and SFIS	QUERY – EXPRESSIONS
Query – Expressions – Wes Functions – List	Wesleyan Functions	SFIS	QUERY – WESLEYAN FUNCTIONS
Query – Manual Join	How to Create a Manual Join	SFIS	Joins In Query
Query – Prompts – Between	How to Use a BETWEEN Prompt	SFIS	Prompts in Query
Query – Prompts – Wildcard	Using a Wildcard for Prompt Criteria	SFIS	Prompts in Query
Query – Prompts – IN LIST	Creating a Query with an IN LIST Prompt	SFIS	Prompts in Query
Query – Prompts – Yes/No Table	Creating a Query with a Yes/No Table Prompt	SFIS	Prompts in Query
Query – Excel Pivot Table	Running a Query to Excel and Summarizing Data with a Pivot Table	SFIS	Query to Excel – Pivot Table
Query – Excel – Browser	Configuring Browser Settings	SFIS	Query Troubleshooting
Query – Excel – Browser – Pop-Up Blocker	Pop-Up_OpenAttachment_Blocker	Oracle	Query Troubleshooting
Query – Performance	Troubleshooting Query Performance – Issues and Solutions	SFIS	Query Troubleshooting
Query – Viewer – Running to Excel	Query Viewer and Running to Excel	SFIS	Query Viewer – Viewing Results and Running to Excel
Query – Improvements 8.48-8.51	Making the Most of PeopleSoft Query	Oracle	QUERY ~ EXTERNAL REFERENCES
Query – PeopleTools 8.52:  PeopleSoft Query – October 2011	PeopleBook- PeopleTools 8.52 – October 2011	Oracle	QUERY ~ EXTERNAL REFERENCES
Query – Mastering PS Query	Mastering PS Query	Oracle Open World – 2011/2012	QUERY ~ EXTERNAL REFERENCES
Query – Student Financials (8.54)	Just a Few of My Favorite Queries (Student Financials)	Boise State – 2015 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – Expressions, Subqueries, Drilling URLs	Query Building Using Expressions, Subqueries and Drilling URLS	Northern Illinois University – 2015 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – General	Stuck in the Middle -Querying Between Beginner To Advanced	Illionis State – 2014 MIDHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Sample Queries	Taking Query to the Next Level (including sample queries)	Higher Technology Solutions – 2014 Webinar	QUERY ~ EXTERNAL REFERENCES
Query – Student Records	Commonly Used Records in Student Records Reporting	The College of New Jersey – 2012 NERHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Subqueries	PeopleSoft Query – Subqueries	Northern Illinois University – 2012 HEUGUM	QUERY ~ EXTERNAL REFERENCES
Query – Introduction for Developers	Introduction to Query For Query Developers	Northwestern University Website	QUERY ~ EXTERNAL REFERENCES
Query – Advanced for Developers	Advanced Query for Query Developers – Northwestern University	Northwestern University	QUERY ~ EXTERNAL REFERENCES
Query – Training	PeopleSoft Query Training	County of Riverside	QUERY ~ EXTERNAL REFERENCES
Query – Basics	UMS Query Training – Query Basics 2	University of Maine System Website	QUERY ~ EXTERNAL REFERENCES
Query – Multiple Tables	UMS Query Training – 4 – Multiple Tables	University of Maine System	QUERY ~ EXTERNAL REFERENCES
Query – Subqueries / Unions	UMS Query Training – 5 – Subqueries Unions	University of Maine System	QUERY ~ EXTERNAL REFERENCES
Query – Advanced Topics	UMS QueryTraining – 6 – Advanced Topics	University of Maine System	QUERY ~ EXTERNAL REFERENCES
Query – Advanced Topics – Aggregate Reporting (8.54.13)	Aggregate reporting in multiple dimensions using PS Query	Lone Star College – 2016 Webinar	QUERY ~ EXTERNAL REFERENCES
Query – Advanced Tips – Expressions, Prompts, Criteria	PS Query: Advanced Tips Using Expressions	Singapore Institute of Management – 2015 ASIA Alliance	QUERY ~ EXTERNAL REFERENCES
Query – Tips and Tricks	Query Tips and Tricks	Sierra-Cedar – 2012 CARHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Tips	Quick Query Quips	Washington State University – 2013 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – General	PS Query Tool: From Finding Data to Writing Expressions	Brigham Young University – 2013 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – Expressions	Query Expressions and Tips	Northern Illinois University – 2012 CARHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Expressions, Tips and Tricks	PS Query Expressions, tips, and tricks for improving popsels and data sources. For functional users	University of Texas at Dallas – 2016 Webinar	QUERY ~ EXTERNAL REFERENCES
Query – Expressions – Flexible Reporting	Flexible Reporting Using Expressions	State of Indiana – 2013 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – Expressions in Depth	Expressions in Query: An In-Depth Exploration into Function Statements	Central Washington University – 2007 Alliance	QUERY ~ EXTERNAL REFERENCES
Query – Expressions – Functions	Expressions in PS Query	University of Texas as Arlington – 2014 Latin America HEUG	QUERY ~ EXTERNAL REFERENCES
Query – Key Functions	Query – key_functions_in_oracle_sql Harvard	Harvard University	QUERY ~ EXTERNAL REFERENCES
Query – Expressions, Subqueries and Drilling URLs	Expressions, Subqueries and Drilling URLs	Northern Illinois University – 2013 MIDHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Drilling URLs	Drilling URLs – More Information at Your Fingertips	Northern Illinois University – 2016 Webinar	QUERY ~ EXTERNAL REFERENCES
Query – Unions, Subqueries, and Joins	Advanced Query: Unions, Subqueries, and Joins	University of Massachusetts – 2014 NEWHEUG	QUERY ~ EXTERNAL REFERENCES
Query – Advanced Query Training	Advanced Query Training	University of Minnesota	QUERY ~ EXTERNAL REFERENCES
Query – Query Course Supplemental Material	Query Manager Supplement File – Advanced	Bowling Green State University	QUERY ~ EXTERNAL REFERENCES
Query – Tips and Tricks	Tips & Tricks in Managing Queries and Using Expressions	Embry-Riddle	QUERY ~ EXTERNAL REFERENCES